@WearyTaxee wrote:
I was 70 1/2 in July of 2020. Because of the CARES act, I was not required to take an RMD in 2020, but chose to take a Qualified Charitable Distribution in November in light of the additional needs imposed on charitable organizations due to COVID-19. My financial advisor checked the IRS rules and said that I could take a Qualified Charitable Distribution for the 2020 since I was 70 1/2, but using TurboTax Delux 2020 with the latest updates, there is no prompt to designate this distribution as a QCD. Please advise.
Answered in my post above that explains the bug and workaround - scroll back.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
